Financial Poise
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Financial Poise Glossary

Accredited Investor

Accrual Basis Accounting

Alpha

Alternative Investment

Altman Z Score

Angel

Asset

Asset Allocation

Asset Class

Asset Purchase Agreement

Asset Sale

Asset-Test Ratio

Assignment and Assumption Agreement

Audited Financial Statements

Balance Sheet

Beta

Bill of Sale

Bitcoin

Bond

Borrowing Base

Business Broker

Business Exit Professional

C Corporation

Capital Expenditures

Capital Gains

Capital Structure

Carry / Carried Interest

Cash Basis Accounting

Certified Copies

Closing Conditions

Committed Capital

Common Stock

Complaint

Concentration Risk

Confidential Information Memorandum

Consumer Price Index (CPI)

Contingent Value Rights

Contributory Negligence

Controlled Group

Corporate Investigation

Corporate Social Responsibility (CSR)

Corporation

Correlation

Count

Creative Destruction

Credit Facility

Cryptocurrency

Current Ratio

De Facto

De Jure

Debt Service

Definitive Transaction Documents

Delisting Notice

Demand Shock

Disclosure Schedules

Discount Rate

Diversification

Due Diligence List

Earn-Out

EBITDA

Economic Output

Economic shock (supply shock, demand shock)

Environmental, Social, and Governance (ESG)

Equity

Equity Crowdfunding vs. “Crowdfunding”

ERISA

Escrow

European Central Bank

Eurozone

Exemption

Family Office

Federal Fund Rate

Fiduciary

Financial Asset

Financial Statements

FINRA (Financial Industry Regulatory Authority)

Fixed Asset Base

Float

Floating-rate Notes

Follow-on Acquisition

Free Cash Flow

General Partner

Going Concern Note

Good Standing Certificate

Green Technology

Hedge Fund

Holdback

Income Statement

Indemnification

Independent Valuation Analyst

Inflation

Initial Public Offering (IPO)

Intangible Property

Internal Rate of Return

Investment Advisor

Investment Bank

Investment Horizon

IPO Market

Issuer

JOBS ACT of 2012 (Jumpstart Our Business Startups)

Leveraged Buyout (LBO)

Limited Liability Company (LLC)

Limited Partner

Limited Partnership (LP)

Limited Partnership Agreement (LPA)

Line of Credit

Liquid Asset

Liquidity

Matching Principle

Merger Agreement

Merger Arbitrage

Modern Portfolio Theory

Money-Center Bank

Mutual Fund

Net Income Statement

Net Operating Income

Non-assignment Clause

Non-Disclosure Agreement

Non-Revolving Line of Credit

Organizational Documents

PIPE Financing

Portfolio

Preferred Stock

Private Equity

Private Equity Fund

Private Placement

Pro Forma

Public company

Purchase Agreement

Qualified Business Income Deduction (QBI)

Quantitative Easing (QE)

Quick Ratio

Rate of Return

Real Estate Investment Trust

Recession

REIT

Return/Return on Investment (ROI)

Reverse Merger

Reverse-Breakup Fee

Revolving Line of Credit (Revolver)

Risk-on/Risk-off

Rule 506(b) & Rule 506(c)

S Corporations

S&P 500

Secondaries/Secondary Market

Section 1031 Real Property Exchange

Securities

Serviceable Available Market (SAM)

Short Interest

Short Selling

Sign and Close

Silver Bullet

SPAC

Startup

Statement of Cash Flows

Statement of Earnings

Stock

Stock Purchase Agreement (SPA)

Strategic Plan

Succession Planning

Supply Chain

Supply shock

Tangible Assets

Term Loan

The Greater Fool Theory

Time Value of Money

Title Certificates

Title II & III

Tort

Total Addressable Market (TAM)

Transaction Multiple

True-up

Underwriting

Venture Capital

Venture Capital Fund

Working Capital

Zombie Company

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